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Dimensional US Targeted Value ETF
DFAT

Overview Fund Activity

614 hedge funds and large institutions have $7.53B invested in Dimensional US Targeted Value ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 236 increasing their positions, 193 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+18
Holders Change %
+3.02%
% of All Funds
8.93%
Holding in Top 10
90
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.31%
New
48
Increased
236
Reduced
193
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFA
1
Pure Financial Advisors
California
$143M
2
Creative Planning
2
Creative Planning
Kansas
$739M
3
SW
3
Simplicity Wealth
New Jersey
$17.5M
4
SP
4
Symmetry Partners
Connecticut
$30.8M
5
EWA
5
EP Wealth Advisors
California
$80.9M

Top Sellers

1
FFM
1
Forum Financial Management
Illinois
$448M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$124M
3
EF
3
Empowered Funds
Pennsylvania
$0
4
IFA
4
Index Fund Advisors
California
$389M
5
BSW
5
Buckingham Strategic Wealth
Missouri
$645M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNBTD
326
Trustmark National Bank Trust Department
Mississippi
$834K – – –
WPC
327
Wedmont Private Capital
Pennsylvania
$827K +$405K +7,542 +96%
FTDI
328
First Trust Direct Indexing
Massachusetts
$822K – – –
PWM
329
Perigon Wealth Management
California
$822K +$434K +8,371 +112%
WIM
330
Warwick Investment Management
Texas
$822K +$3.37K +65 +0.4%
SAM
331
Smartleaf Asset Management
Massachusetts
$818K -$5.65K -110 -0.7%
RFA
332
Rollins Financial Advisors
New York
$803K -$38.4K -740 -5%
CB
333
Commerce Bank
Missouri
$798K -$97.3K -1,875 -11%
ASI
334
Advisory Services & Investments
Oregon
$796K -$14.6K -282 -2%
FWP
335
Falcon Wealth Planning
California
$795K -$9.8K -189 -1%
WA
336
Waverly Advisors
Alabama
$788K +$25.1K +483 +3%
Rockefeller Capital Management
337
Rockefeller Capital Management
New York
$778K +$17.9K +345 +2%
MPAM
338
Murphy Pohlad Asset Management
Minnesota
$773K – – –
UCFA
339
United Capital Financial Advisors
Texas
$768K -$316K -6,096 -29%
CIA
340
Capital Investment Advisors
Georgia
$759K – – –
KeyBank National Association
341
KeyBank National Association
Ohio
$751K – – –
AWM
342
Apollon Wealth Management
South Carolina
$735K -$41.1K -793 -5%
PMFA
343
Plante Moran Financial Advisors
Michigan
$725K – – –
STA
344
Summit Trail Advisors
New York
$724K +$724K +13,958 New
BTWM
345
Baker Tilly Wealth Management
Wisconsin
$723K – – –
OW
346
Olistico Wealth
Oklahoma
$719K -$20.6K -398 -3%
CFG
347
Clayton Financial Group
Missouri
$710K +$154K +2,827 +28%
SFM
348
Signet Financial Management
New Jersey
$708K -$10.4K -200 -1%
DAS
349
Dynamic Advisor Solutions
Arizona
$702K +$56.6K +1,091 +9%
CG
350
Caprock Group
Idaho
$695K +$17.9K +346 +3%
12 13
14
15 16